INVESTMENT & WEALTH MANAGEMENT

Comprehensive mind+machine™ solutions to keep your deal teams, product groups and sector groups at the top of their game.

ACHIEVE ENHANCED CLIENT FOCUS AND FASTER TIME TO MARKET

The Investment Management industry has been experiencing noticeable changes in structure, pricing, and asset flows. In order to create a competitive advantage and develop deeper client relationships, there has been increasing emphasis on creating an effective and efficient marketing and sales program.

How do you help your marketing team product meaningful, timely content that caters to multiple constituents? How do you scale your data for quick dissemination and drive various processes? At Evalueserve, we believe that actionable intelligence and robust data processes should be at the core of marketing and sales.

OPERATE AT SCALE

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    Build your digital and marketing capability

    Centralize and automate your data to produce factsheets and sales enablement materials – boost efficiency while simultaneously improving quality and compliance.

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    Enhance productivity through insights

    Understand your business landscape with CI/MI, and mine your marketing and customer analytics to focus on what matters most.

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    Capitalize on CRM data

    Leverage the power of AI and automation to enrich and maintain CRM data for actionable insights.

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    Optimize the investment office function

    Free-up to 30% of your PM’s bandwidth to expand coverage and new investment deals to grow AuM

YOUR PARTNER TO TRANSFORM AND OPTIMIZE BUSINESS FUNCTIONS

  • DEEP ROOTED PARTNERSHIPS

    We have over 15 years’ experience working with leading asset managers. Our clients cover the spectrum ranging from boutique firms, mid-sized managers, and 6 of the top 20 global asset managers.

  • BEST-IN CLASS DIGITAL PLATFORMS FOR ASSET MANAGERS

    Our proprietary digital platforms cover data processing, factsheet and marketing content automation, workflow automation, and content management were designed with the investment management industry in mind.

  • MULTI DISCIPLINARY MARKETING TEAMS

    Our team of 300+ analysts, content managers, copywriters and designers are ready to support you throughout the whole process, from content creation to publishing and beyond to help your product teams create materials that stand out.

  • BEST IN CLASS INVESTMENT RESEARCH

    We cover cross-asset class research in more than 30 sectors and provide support in over 25 languages. Our teams undergo comprehensive in-house training programs accredited by the CFA institute.

Comprehensive mind+machine™ solutions

  • Digital Platforms

    Publishwise streamlines the process for marketing content creation & maintenance. It automates data processes, digitizes workflows, centralizes content management, automates production of factsheets, client & market commentary, pitch decks, and product brochures among other content. Enhance your cross functional marketing teams’ processes, spanning from Factsheet production, RFP and DDQ responses and digital marketing.
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    Insightsfirst is a cloud-enabled market & competitive intelligence platform that leverages RPA and AI to streamline the research process. It combines syndicated research with bespoke analysis, integrates multiple deliverable formats in a single platform and enables centralized access to enterprise wide MI/CI, providing invaluable insight to the Sales, Marketing, and Distribution functions.
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      • CRM Automation

    CRM Automation is an artificial intelligence-based tool that helps reduce the data decay of your CRM data by constantly cleansing, deduping and enriching its information with more sources – Maintain a strong foundation of accurate and relevant information for your front-line teams.

  • Marketing Content

    • Automated Factsheets
    • Bespoke sales collaterals (Product Brochures, Sales Ideas, Strategy Presentations)
    • Website & Microsite Maintenance
    • Creative Design & DTP support
    • Editorial Support

  • Marketing & Competitive Intelligence

    • Market & Competitive Intelligence
    • Product Intelligence
    • Regulatory Insights
    • Technology / Fintech Trends
    • Web and Social Intelligence
    • Survey Analytics
    • Campaign Analytics

  • Sales & Distribution

    • Sales Enablement Platform (create & maintain custom pitch decks)
    • RfP / RfI/ DDQ Support
    • Consultant Databases
    • Client Commentaries
    • CRM Maintenance
    • Customer Insights

  • Investment Research

    • Financial Models (Equity and Credit)
    • Industry Analysis
    • Regulatory Reporting (2a-7)
    • Portfolio Monitoring
    • News Monitoring
    • Data Support (Alternate data and ESG)

Talk to one of our experts

Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.

Talk to an Expert